CNBC, May 21st 2019 – Stocks are weathering the latest bouts of increasing trade war fears, but the bond market is pointing to more trouble ahead. The S&P 500 is up 1% since a massive sell-off to start last week. The broad index also remains about 3.8% from an...

The Wall Street Journal, September 20th, 2018 – Facebook, Twitter, and Google are exiting the tech sector of the S&P 500, a shift that promises to make Friday a busy trading day as 23 companies valued at a combined $2.7 trillion are reclassified. The...

ETF.com, July 13th 2018 – Midyear outlooks are popping up everywhere with big-name investors and market experts sharing their views on what’s in store for the remainder of the year. In the ETF space, ETF strategists are also busy adjusting allocations and making...

Bloomberg, July 13th 2018 – Stocks rallied as trade tensions appeared to ease after China held off from immediately retaliating against the latest U.S. salvo. The dollar declined. The S&P 500 Index closed at the highest level since February as China seemed to...

Chief Investment Officer Magazine, June 12th 2018 – For the 10-year Treasury note, climbing above a 3% yield, and staying there, is a daunting piece of aeronautics. If the 10-year—which is the benchmark for fixed-income throughout the financial world—can’t rise a...

Chief Investment Officer Magazine, May 8th 2018 – There’s plenty to fear about the upcoming summit between US President Donald Trump and North Korean leader Kim Jung-un—and rightly so given the potential for calamity. But if there’s a successful summit meeting, there...

Chief Investment Officer Magazine, April 24th 2018 –Talk about big stakes. The outcome of talks between President Donald Trump and North Korean leader Kim Jong-Un will impact trade with China, South Korea’s economy, and the world’s capital markets.There are three...

Chief Investment Officer Magazine, April 17th 2018 – Higher inflation is coming—in slow motion. Some fear its arrival, as the sharp market selloff at the start of the year amid spiking bond yields demonstrated. And for good reason: Inflation expectations and interest...

ETF.com, April 9th, 2018 – Recently we asked five influential advisors the same two questions: What about today’s market concerns you, and what are your expectations for the rest of 2018? All five had the same answer: The prospect of a trade war between the...

ETF.com, April 6th, 2018 – April is Financial Literacy Month, and for good reason. We all know the costs of lack of financial preparedness, especially as our country ages into retirement. Perhaps the first step to financial literacy is understanding commonly used...

Reuters, March 28th 2018 – Stocks rose almost everywhere on Monday, reflecting optimism that the United States and China are set to begin negotiations on trade. MSCI’s world equity index, which tracks shares in 47 countries, rose 1.53 percent after touching its level...

ETF Advisor, January 31st 2018 – Perhaps it’s not a stretch to equate investment manager Jeffrey Gundlach to a latter-day E.F. Hutton … i.e., when Gundlach talks, people listen. Given the number of prescient calls he has made in recent years, it undoubtedly piqued the...

BenefitsPRO, January 23rd 2018 – In September of 2009, analysts at Morningstar published a research paper on the target-date fund market as the global economy began clawing from the ashes of the financial crisis. “There is no sugarcoating the disappointing performance...

InvestmentNews, January 22nd 2018 – Few investment products currently garner more attention than target date funds. Launched 30 years ago, TDFs are the most common qualified default investment alternative used in 401(k)s today, and they claim a sizable portion of the...

Money Magazine, January 4th 2018 – In 1751, Benjamin Franklin wrote the 18th-century equivalent of a listicle. His essay “Observations Concerning the Increase of Mankind, Peopling of Countries, etc.” outlined two dozen ways in which marriages, births,...

Investors Business Daily, December 18th 2017 – A solid offense and defense are equally important not just in sports, but also in investing. An investor may score big gains with an aggressive growth strategy when the stock market is rallying.

401K Specialist Magazine, December 1st 2017 – Without a doubt, target date funds are headed (sharply) north. Target date mutual fund assets grew almost 5 percent in the second quarter, topping $1 trillion at the end of June, according to the Investment Company...

The Wall Street Journal, November 8th 2017 – Mutual-fund investors who have enjoyed the stock market’s surge this year should be prepared for hefty capital-gains payouts from some funds and potentially big tax bills.

The Wall Street Journal, November 5th 2017 – Actively managed funds can be remarkably different from a tax standpoint. Because funds must pay out substantially all realized net capital gains, they may make big distributions late in the year, handling an...

ETF Trends, November 1st 2017 – For those who have owned high yield bonds and/or emerging market bonds in their portfolios over the last several years, congratulations! Don’t think you own these types of bonds? Then keep reading!

ETF Trends, August 17th 2017 – Regardless of your political views, Washington is spending money at a pace usually “reserved” for times of war. The chart below shows the U.S. Government’s year over year change in deficit spending.

CNBC, July 6th, 2017 – U.S. equities kicked off the second half of the year on the right foot, closing mostly higher on Monday as bank stocks climbed. The Dow Jones industrial average notched a record high before closing about 130 points higher, with Goldman...

Two mutual funds sub-advised by BCM, the Cavalier Tactical Rotation Fund and the Cavalier Global Opportunities Fund, recently received a 5-star rating from Morningstar. Learn more about these funds, which implement BCM’s ETF-based growth strategies,...

Investor’s Business Daily, May 26th, 2017 – What’s your answer to the decades-old question: Can you beat the market? That’s at the heart of the active vs. passive investing debate, which remains a hot topic as the two sides duke it out over...

ETF.com, May 23rd, 2017 – No Clear-Cut Path Forward. But the path to reorganizing the index is not so clear cut for S&P Global and MSCI, which together manage the Global Industry Classification Standard industry taxonomy for indexes. MSCI declined to...

Reuters, May 23rd, 2017 – The S&P 500 Telecommunications Services Sector index as-we-know it may have to hang up on investors, as its creators are considering a restructuring of the once-hot index which has shrunk to just four companies from 14.

NerdWallet, April 28th, 2017 – “Sell in May and go away.” It’s a Wall Street cliché. The advice, which purportedly dates back to old England, suggests investors sell stocks in May and return after September. Why? To avoid a period of potentially higher...

CNN Money, April 27th, 2017 – To paraphrase former President George H.W. Bush, Wall Street has a message for President Trump. Read our lips. Just focus on taxes. Yes, the stock market has enjoyed a solid rally during the first 100 days of Trump’s term in...

Financial Planning, April 25th, 2017 – Ask any fellow adviser about how they construct portfolios for their clients and it’s likely they’ll talk about the myriad ways they try to reduce risk. With 2008 still in the backs of people’s minds, many clients do indeed...

Investor’s Business Daily, March 16th, 2017 – Stocks and gold popped Wednesday after the Fed raised interest rates in a move that policymakers clearly signaled was coming. The move is basically a thumbs-up for an improving economy.

ETF.com, March 15, 2017 – Sector investing is popular, and we’ve been hearing a lot about sector rotation opportunities in the face of changing correlations since President Trump’s victory last year. But as an investor, how do you know when it’s time to get in...

Investor’s Business Daily, March 10, 2017 – March dawned with new highs for the major stock indexes. The last time U.S. stocks posted a negative month was before the November election. Thus far, the Trump effect retains its grip on the ETF market.

Ignites, March 9, 2017 – Vanguard’s target-date products grew by more than $96 billion during 2016, giving the index provider a 34% share of the market. “I’d like to see [the market] open up more. I think open architecture is a good thing,” Brown says. “It...

hedgeweek, February 28th, 2017 – Beaumont Capital Management (BCM), a provider of tactical, ETF-based investment solutions, has made its strategies available through HedgeCoVest, a unified managed accounts platform, and SMArt Xchange, an alliance partnership...

Investor’s Business Daily, February 10th, 2017 – Investor sentiment may be a fickle thing, but investor psychology is not. Most ETF investors want a Ben “Two-Way” Garland to manage their money, playing both offense and defense in the stock...

BenefitsPro, January 27th 2017 – It’s been a brutal week in the U.S. — cold and barren out here in the west. Small birds look for feeders; the larger birds seek ways to leave. The creek has swollen rather than receded as we thought it would.

Investor’s Business Daily, January 20, 2017 – “Wait and see” is the mantra of ETF investors as Donald Trump assumes the reins of the highest office in the land. Will his ambitious campaign proposals translate to policy or get lost in...

Wealth Management.com, January 17, 2017 – Most Americans invest in mutual funds because they are seeking to grow their money. However, most investors also believe that an active manager will sell stocks to protect their investment when markets enter periods of...

PlanSponsor, January 12, 2017 – BCM Expands Smart Beta Solutions. Beaumont Capital Management has rolled out a new smart beta fixed income solution, the BCM Global Fixed Income strategy. This adds to the firm’s fixed income suite, which includes three defensive...

PlanAdviser, January 12, 2017 – BCM Expands Smart Beta Solutions. Beaumont Capital Management has rolled out a new smart beta fixed income solution, the BCM Global Fixed Income strategy. This adds to the firm’s fixed income suite, which includes three defensive...

Business Wire, January 11, 2017 – NEEDHAM, Mass.– Beaumont Capital Management (BCM), a leading provider of tactical, ETF-based investment solutions, has announced the launch of a new smart beta fixed income solution, the BCM Dynamic Global Fixed Income...

PlanAdviser, January 5, 2017 – Beaumont Capital Management (BCM) has launched two new smart beta solutions. The BCM Paradigm Series includes BCM Paradigm Tactical Fixed Income and BCM Paradigm Tactical Factor Selection, which have inception dates of October 1,...

ETF.com, December 20, 2016 – Tax-loss harvesting is a popular idea this time of year. You can sell securities that have lost value in your portfolio this year to offset any taxes you might have incurred on capital gains from securities that performed well.

401kSpecialist, December 19, 2016 – As a student of history, I’m amazed by how much perspective we can learn from the past. In this case, I’m talking about the anatomy of the full market cycles, including both the cyclical bull markets and how...

ETF.com, December 16, 2016 – There are reasons to be optimistic about 2017, and reasons to be extremely cautious, says David Haviland, managing partner and portfolio manager of Beaumont Capital Management, based in Needham, Massachusetts. Here, he shares his...

Investor’s Business Daily: ETFs & Funds, December 12, 2016 – Never accuse the country’s biggest retailer of resting on its laurels. After disrupting and transforming one retail segment after another, Amazon (AMZN) has the checkout line in its...

Financial Advisor IQ, November 30th, 2016 – The post-election selloff in bonds is showing signs of slowing. But advisors remain split on how much of a longer-term aftershock clients will feel once Donald Trump becomes president in...

ETF.com, November 16, 2016 – There is no single recipe to building an ETF portfolio. But understanding how a portfolio is built is key to picking the right one. And choices certainly abound, with hundreds of ETF strategist portfolios commanding nearly $100...

FinancialPlanning, November 10, 2016 – The DoL fiduciary rule is making nearly every retirement plan professional a fiduciary on 401(k) plans. But past is prologue. As early as 2013, the DoL clearly laid out a guide for advisers entering this brave new world in...

ETF Advisor, October 19, 2016 – Kevin O’Leary was hanging out in front of the New York Stock Exchange on a sultry August morning—and people noticed. Then again, it was hard not to notice that his face was featured on a large banner that hung across the...

NEEDHAM, MA, October 18, 2016 – Beaumont Capital Management (BCM), a leading provider of tactical, ETF-based investment solutions, announced the launch of two new smart beta solutions, the BCM Paradigm Series. The Paradigm Series includes BCM Paradigm Tactical Fixed...

Financial Advisor, October 10, 2016 – Is it time to sack the “Agg?” The Barclays Capital Aggregate Bond Index, or Agg, has long been considered the best barometer of the U.S. bond market — but it may no longer be relevant, according to some fixed income...

401k Specialist, September 22, 2016 – The questions are easy. The answers? Not so much—but Boston(ish)-based Beaumont Capital Management is giving it a shot when it comes to fiduciary responsibilities involving target date funds.

PlanAdvisor, September 22, 2016 – In light of the DOL’s Conflict of Interest Rule, the department is taking steps to assure that plan fiduciaries know exactly what they are providing in their TDFs, and that they are serving the best interests of plan...

PlanSponsor, September 22, 2016 – When it comes to TDFs, one size no longer fits all, and plan sponsors can no longer “set it and forget it,” especially in light of the DOL’s compliance standards, says Beaumont Capital Management.

USA Today, August 1, 2016 – In a sign that suggests investors don’t trust the rally that’s propelled the stock market to all-time highs, cash is still being yanked out of mutual funds that invest in U.S. shares at a steady clip.

Boston Business Journal, June 27, 2016 – The 10 largest Massachusetts-based public companies, including soon-to-arrive General Electric (NYSE: GE), had lost a combined $18 billion in market value as of mid-day Friday following the U.K.’s surprising decision to...

PlanAdvisor, June 14, 2016 – Every product introduced goes through a time of development and improvement—consider the evolution of computers and cell phones. The same is true with target-date funds (TDFs).

Investor’s Business Daily, April 15, 2016 – Move over, gold. It’s time for riskier assets to shine in the sun. U.S. stocks rumbled ahead in the past month, and more or less steadily, soothing ETF investors jangled by extremely choppy markets at the start...

ETF.com, May 5, 2016 – When you look back to examine what has happened to an investment in the past, you must be careful about the length of the data set used and the bias it can create. Historical bond returns are a classic example.

401K Specialist, April, 18, 2016 – “The Barclay’s Aggregate Bond Index came out in 1986 and was backdated for about 10-years,” Dave Haviland plainly states at the 401(k) Summit in Nashville Monday. “Interest rates peaked back in 1981 and have been falling ever...

The Mutual Fund Wire, March 17, 2016 – Only two ETF strategists grew by more than $1 billion last year: Vanguard Advisors and Beaumont Capital Management. Of the 25 biggest, 13 grew in 2015 and 12 shrank. Today Morningstar released its “ETF Managed...

FundFire, March 18, 2016 – Envestnet has shaken up the list of approved separately managed account (SMA) managers featured on its platform. The firm recently culled 14 SMA strategies from the approved list and added 43 others as part of its routine process of...

401K Specialist, February 17, 2015 – Using ETFs as a diversifier in collective investment trusts appears to be the answer, one of which Beaumont Capital Management is taking advantage. According to the company, the BCM retirement products “address the need for a...

ThinkAdvisor, February 1, 2016 by Marlene Satter – The BCM DynamicBelay QDIAs cover years 2020 through 2060, in 10-year intervals. Beaumont Capital says allocations are “adjusted over longer periods the way most investment advisors would manage a...

PlanAdviser, January 29, 2016 by John Manganaro – The premise of our new retirement products is to offer portfolios that are low cost, have active management, are defensively oriented and meet the needs of investors regardless of where they are in their life...

PlanSponsor, January 28, 2016 by John Manganaro – Beaumont says the new product approach “addresses the need for a more versatile investment solution that seeks to benefit in growing markets and can react appropriately and decisively in periods of market...

January 28, 2016 – Beaumont Capital Management (BCM), an industry leader in quantitative, ETF-based investment strategies, announced it has launched new retirement-planning financial products for 2016 with the introduction of risk-managed target date Collective...

FundFire, September 8, 2015 – As overall exchange-traded fund (ETF) model portfolio assets declined in the second quarter, some managers capitalized on the market shakeup, striking new platform agreements or adding assets to their models. Beaumont Capital...

September 1, 2015 – The hottest ETF strategist of the past year is … Beaumont Capital Management! Per Morningstar’s latest report on the subject, Needham, Massachusetts-­based Beaumont saw its assets rise more over the last year than any other ETF...

January 8, 2015 – Beaumont Capital Management (BCM), known for its quantitative, ETF-based investment strategies, just announced their new retirement products. BCM’s Qualified Default Investment Alternative (QDIA) portfolios are designed to provide participation in...

December 17, 2014 – Beaumont Capital Management (BCM), provider of quantitative, ETF-based investment portfolios, has announced the hire of Robert Peatman as Director of National Sales. The firm is also planning additional expansion of the sales team in the near...

ETF Trends, September 24, 2014 – When it comes to sector funds, U.S. focused offerings, such as the Health Care Select Sector SPDR (NYSEArca: XLV) and theTechnology Select Sector SPDR (NYSEArca: XLK), have a tendency to overshadow their global and international...

September 12, 2014 – Beaumont Capital Management (BCM), provider of quantitative, ETF-based investment portfolios, recently launched a pair of new strategies on the AssetMark platform. Since launching in May, the BCM Decathlon Aspect series has attracted substantial...

FundFire, August 20, 2014 – Beaumont Capital Management has launched nine new exchange-traded fund (ETF)-based separately managed account (SMA) strategies, which are now available on the Envestnet platform through model delivery. The new strategies use a sector...

ThinkAdvisor, August 17, 2014 – New products and changes introduced over the last week include two ETFs from ProShares within the high-yield bond market, as well as several portfolios with sector-rotation strategies from Beaumont Capital and...

August 13, 2014 – Beaumont Capital Management (BCM), provider of quantitative, ETF-based investment portfolios, has launched nine new strategies on the Envestnet platform. They represent two new series of sector rotation strategies, BCM Advantage series and Relative...

Barron’s, August 2, 2014 – No one can dispute the new ETFs have been a success. In less than a year, they’ve gathered $1.2 billion in assets. That’s one of the most successful launches since Pimco opened an ETF version of Bill Gross’s...

April 30, 2014 – AssetMark, Inc.,a leading strategic provider of innovative investment and consulting solutions serving financial advisors, has added three new portfolio strategists to its platform in the Tactical Unconstrained category: Beaumont Capital...

ETF Trends, February 26, 2014 – “In light of the market volatility that we’ve seen thus far in 2014, some may want to learn from a strategy that has and will move more to cash when alternative ideas stop looking attractive,” said S&P Capital IQ in a new...